If you’re in your 40s, you’ve been growing your wealth in the last decade since the 2008 recession. Now, you might have questions about how this current bear market will affect your 401(k). Associate Wealth Advisor Josh Monroe shares the reassuring answers he gives to his clients.
I Have a Financial Adviser. Is It Time for My Adult Children to Get One, too?
Josh Monroe, CFP®, CIMA®, Patricia Sklar, CPA, CFP®, CFA®
Is Your Financial Plan Flexible Enough?
As your life changes, your financial plan may change too. And that’s OK.
DON'T COUNT ON A BONUS OR RECAPTURING LAST YEAR'S PAY CUT – BUDGET AROUND IT INSTEAD
If you are worried that your executive compensation may not meet your expectations in 2021, it’s best to prepare for the worst ...